Indivior Share Chat (INDV)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Indivior	LSE:INDV	London	Ordinary Share	GB00BRS65X63	ORD USD0.10

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-3.60p	-1.12%	316.40p	316.10p	316.80p	321.00p	313.00p	320.00p	1,923,873	16:35:01

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Pharmaceuticals & Biotechnology	688.2	193.4	21.7	12.9	2,281.21

Indivior Share Discussion Threads

Showing 226 to 249 of 250 messages

Chat Pages: 10 9 8 7 6 5 4 3 2 1

Date	Subject	Author	Discuss
08/5/2017 10:13	Back in the UK and thanks Steeplejack for a good summing up of the webcast. As you say it seems to be steady as you go for this quarter. AGM on 17 May but my guess is that is purely a formality. Dr Reddy verdict, when it comes, could provide some focus although I guess the DOJ settlement, if and when, will clear the air.	gregmorg	Read Full Thread Reply
03/5/2017 14:47	Hi Greg ,hope all goes well. Meeting lasted about half an hour.Around 5 questions, Comprehensive RNS.Confirmed SUBOXONE 60 % market share.Managed Medicaid weakened towards quarter end which,with some de stocking,might be a trend that casts a bit of a 'shadow' over rest of year.Managed Medicaid saw some increased branded price competition rather than consequences of generic competition.Managed Medicaid is about 25-30% of sales in USA that accounts for 80% of worldwide sales. Litigation-"No new news".Dr Reddy verdict could be imminent.Legislative news will roll out over rest of year.Asked about good cash generation,stated that would continue to accumulate until litigation liability known.Net cash of $182m at end of first Qtr. Clearly delighted by progress of RBP 6000 and 7000 which will require incremental investment of between $40-60m in back half.6000 NDA application imminent.7000 year end.Feel that the product has very real advantages over competition,drew attention to flexible dosage regime.Distribution will be such that the product will be delivered direct to the physician,circumventing screw ups by patients .Whilst more expensive,this should reassure investors while putting pressure on competitors.Wouldn't be drawn on likely gross margin.Four presentations on RBP6000 phase 3 findings to be held in Washington,Fort Lauderdale and two other US locations during 2017. All in all,very reassuring meeting. Hope this helps Greg and that you're having a good time.You have not been charged for this post,albeit that it's accuracy cannot be guaranteed!Nice not to have the usual volatility today that normally accompanies results.	steeplejack	Read Full Thread Reply
02/5/2017 17:09	First Qtr figures tomorrow.RNS at twelve noon.Analyst meeting 1 o clock.	steeplejack	Read Full Thread Reply
27/4/2017 08:11	Okey dokey.I'll do my best.	steeplejack	Read Full Thread Reply
26/4/2017 11:22	Steeplejack I will be abroad on the 3rd May so will not be able to listen in to the Co presentation/webcast until three days later when I return. A bit late then I know! I will be able to access the advfn site so any comments on the board that you make on the day will be helpful.	gregmorg	Read Full Thread Reply
28/3/2017 16:38	A nice announcement really as it underpins the Monthly dosage concept. Might even relay to a few of the doubters that the eventual product roll out maybe not as slow as they have projected.	gregmorg	Read Full Thread Reply
15/3/2017 12:36	thanks Steeplejack	gregmorg	Read Full Thread Reply
15/3/2017 11:23	Quite right,there was a reference in the FT market report but it was reporting on the RBC downgrade(no mention of Jeffries).	steeplejack	Read Full Thread Reply
14/3/2017 18:10	was told Jeffries did something similar which apparently was reported in the FT,Presume a comment in the market report.	gregmorg	Read Full Thread Reply
14/3/2017 17:37	Yes,RBC Capital markets issued a sector perform recommendation,a downgrade,yet they upped their price target from 370p to 390p.	steeplejack	Read Full Thread Reply
14/3/2017 10:02	ignore my last remark re m&a. on reflection just too early for anything like that.much of the litigation , patent disputes need to be cleared before the co can go there. Am told its a broker downgrade to perform in line. new product rollout will take time and co could lose market share in the meantime. Its a view.	gregmorg	Read Full Thread Reply
13/3/2017 13:44	Of course we havent forgotten that the co did point to medium term M &A aspirations so will watch with interest!	gregmorg	Read Full Thread Reply
13/3/2017 13:36	i forgot to suggest that maybe he was in two minds about it!	gregmorg	Read Full Thread Reply
13/3/2017 13:35	yes that is good news. I got the text alert then had to get an internet connection but worth the effort! As you say someone somewhere possibly misread the signals.Great stuff that the product base has improved chances of being broadened.	gregmorg	Read Full Thread Reply
13/3/2017 13:10	Indivior PLC 13 March 2017 Indivior PLC Announces Positive Top-line 12-Month Phase 3 Results Confirming Long-Term Safety Profile of RBP-7000 in Patients with Schizophrenia Results represent the first demonstration of safety and durability of effect for a once-monthly injectable form of subcutaneously-administered risperidone in a long-term clinical trial .. Looks like some scallywag knew there was an RNS on the way but didn't know the contents and speculated it could be bad news.	steeplejack	Read Full Thread Reply
13/3/2017 09:51	No explanation found as yet which suggests that we might be due an update on litigation from the US.	steeplejack	Read Full Thread Reply
13/3/2017 08:33	Am overseas and see the price has taken a wack this morning but no news according to advfn. No doubt all gets revealed in time!	gregmorg	Read Full Thread Reply
09/3/2017 07:37	Interesting to note the strength of the US healthcare sector.In the last three months,it's up 10.6% ,top dog,narrowly outperforming the IT sector which comes second.Making up for a pretty dull 2016.	steeplejack	Read Full Thread Reply
23/2/2017 13:16	I confess that I was slightly hesitant in singing ol' Tel boy's praises.My wife holds one of his units trusts and it's done very well especially recently with the added benefit of dollar gains.Yes,he's quite a character.He outed bank accounting practises you'll remember when others were happy to go with the flow.I knew him pre Big Bang when he was a lowly associate member with his name coming up the rear of an extensive list of partners.I wasn't any great fan of the old boy partnership regime but I think that Big Bang ushered in changes which didn't favour the client.The integrated house has inherent conflicts of interest.Looking after the institutional client was in the broker's best interests during the days of single capacity.The day after Big Bang,the Lex column advised institutional clients,"you're on your own now".Very true.	steeplejack	Read Full Thread Reply
23/2/2017 11:18	Yes, Steeplejack I too have a not dissimilar portfolio, probably fewer actual stocks, but with a heavy concentration on income. Within the portfolio there are just a couple of maverick stocks within the pharma sphere which have no yield. No prizes for guessing what these are! I must admit Terry Smith has done terribly well and I do like and respect his investment approach and style. Trouble is I have never liked Unit Trusts or OEICS as the up front charges and subsequent annual charges eat into performance. Also the herd mentality forces the fund manager into buy/sell decisions especially with decisive market moves. Investment Trusts, I am OK with. Terry Smith has mitigated charges but it is still there. I stressed his investment style as his known abrasiveness and pugilistic approach when he was in the City, either with P and D or subsequently Collins Stewart made people, including me, very wary. Yet the substance of what he has achieved cannot be faulted. It will be interesting if he out performs the" much rated guru" Neil Woodford over the medium term. I suspect he will! As for Indivior I got in early as a result of an investment book. the name of it it will come to me at some stage! The American author highlighted some of the best investment opportunities can come with de-mergers with the owners of the spun off shares not realizing they owned the de-merged stock, let alone valuing it. Essentially they look to dump the stock and treat it as just a cash bonus. Enough examples proved the point. So I bought in the majority of my holding very early( within the first few weeks of the demerger) and have stuck with it. Full marks to my son who loaned me the book and pointed out the stock! Thinking of Warren Buffett and risk and not touching things with big litigation risk. Bufffet analysis pays off time and time again but not without the odd scare. He bought into Salomon Brothers(of "Liars poker Lewis fame" when it hit a serious financial and legal crisis. He rescued the company and did a deal/financial settlement with the US Government and made a further fortune in the process. So maybe as a disciple of Warren Buffet you shouldn't be too concerned about a spot of litigation!	gregmorg	Read Full Thread Reply
23/2/2017 09:25	Steeplejack, Ref the last post or so. For periods I often used to trade on a daily basis when in a different life ( which was not too unlike your own--232!). I had good runs, the odd brilliant one, and bad runs but in the end I found myself chasing my tail. Once done on a stock, most people just want to move on and so I would always find the need for a further rant rather weird! Analysis of events after a period of trading highlighted I was better at fundamentals although sometimes out of step with the rest of the market. That has never worried me! I decided to stick to fundamentals and analysis which after all, had formed the basis of much of my career. Moving on, the only other thing that came to me after yesterday's presentation was the mixed message probably forced on the company by its advisers. The Company stressed the dangers of very successful litigation against it and that in certain circumstances it might have to cut costs and downsize(summing it up). Then in the next breath it is talking of a developing M and A strategy--but down the line as well as revitalizing the US quote. Obviously these strands are incompatible other than maybe in a white flag situation which I feel sure is far from management thought! Thinking of trading and related matters-- I was a bit annoyed with myself yesterday as I had thoughts of adding a tiny number of shares( certainly when down 54p) but first I needed to check my overall cash. By the time I did that the stock had rebounded 20p so I lost interest. That opportunity might, or might not, come again but I am relaxed about it.	gregmorg	Read Full Thread Reply
23/2/2017 00:35	For the greater part,i've been guided in no small measure by Greg and his excellent interpretation of analysts meetings.This has been a rocky ride and I guess we've held each other's hand here.Not many other postings on this board.Thereagain,the stock only came to the market recently. You're not a troll but you are a disappointment.Really,wasn't I the one who said "fasten your safety belts"? I hold some 40 stocks worldwide and,relatively,this isn't that large a holding.Now,i do love Shire,and am smitten with Melrose and swoon over... Anyway,thanks for your insights..grinder?..as a past Member of the London Stock Exchange and Fellow of the Chartered Institute of Securities and Investment,your guidance is much appreciated.	steeplejack	Read Full Thread Reply
22/2/2017 23:46	steeplejack, "If you want to reduce risk and minimise the negatives then it's probably best to buy a tracker.Stock picking per se comes with health warnings." Um, No. You invest in equities using a combination of Quality, Value and Momentum factors. You diversify over a number of different stocks in different sectors and you can manage the risk further using the likes of stop losses. As Robbie Burns - Naked Trader says... 'if there is any negatives..get out' You do not need a tracker fund. Sorry but you ignore the very real risk here of litigation costs... you ARE emotionally attached to this stock and unfortunately, because of that you feel you can dictate to others how to safely invest. One sign of this is that you seem to be the overwhelming poster on this bulletin board! Seen it time and time again and suggests your love of this stock mean NO negative comments allows. However since I have mentioned a very Real 'negative issue' with this particular holding and now sold.. I'll leave you to um um um away and carry on loving this stock as I'll probably be accused of being a troll or something. good luck best regards. GrindertraderUK	grindertraderuk	Read Full Thread Reply
22/2/2017 14:20	Thanks Greg,useful.I'm happy to hold and luckily have a profit cushion that stops me getting too panicky when they kick the chair from under the price.The litigation is understandably inhibiting for fresh buyers I guess ....albeit, the price performance since going 'solo' would suggest otherwise! There's litigation,generic competition and an erratic President banging on about getting healthcare costs down and no dividend,but that apart,everything looks encouraging.	steeplejack	Read Full Thread Reply

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